Arthur LeoCRD Number: 3138677
Current Firm: Valic Financial Advisors, Inc.
Arthur Leo (CRD# 3138677) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Salt Lake City, UT and has over 19 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Valic Investment Services Company||Lakewood, CO||Feb 1999 - Current||19|
|Valic||Lakewood, CO||Jan 1999 - Current||19|
|The Variable Annuity Marketing Company||Lakewood, CO||Sep 1998 - Current||19|
|Arizona Substance Abuse Program||Bullhead City, AZ||Aug 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Apr 2003|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV